Elizabeth K. Goldenberg (Liz) manages all aspects of client relationships and ensures that clients are successful in defining and achieving their financial goals, both short-term and long-term. She leads her service teams in developing strategies including tax planning, coordination of estate plans, insurance reviews, investment advice and bill payment services. Liz enjoys meeting frequently with her clients and has extensive experience working with families consisting of several generations. In addition to her work directly with clients, Liz chairs the Advisory Review Committee, is a member of the Risk Management Committee and oversees the Company’s internal book club.
Prior to joining St. Louis Trust & Family Office, Liz worked extensively with corporate executives and entrepreneurs at Arthur Andersen LLP in the Private Client Service group. She graduated from Tulane University in New Orleans with a Bachelor of Science and Management degree and is a CPA.
Besides her deep expertise with complex multi-generational tax and estate planning, Liz’s colleagues also consider her an expert in reality television and pop culture. That said, her young son provides better drama, comedy and entertainment than any reality star could offer. Liz enjoys spending time with her family and friends, playing tennis, traveling to the beach and cooking.